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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,638 | $87,544-36.4% | $75,784-26.6% | $125,388-55.6% |
| Participation rate | 52.9% | 80.2%-27.2pp | 75.8%-22.9pp | 83.2%-30.2pp |
| Annual return | -1.89% | 13.49%-15.4pp | 9.68%-11.6pp | 282.24%-284.1pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $899 | $4,229-78.7% | $3,652-75.4% | $5,352-83.2% |
| Admin fee / account holder | $1,038 | $6,502-84.0% | $5,300-80.4% | $9,541-89.1% |